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Financial Analysis- Associate

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JP Morgan Chase & Co.

23d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Accounting & Tax
    Banking & Finance
  • Mumbai

AI generated summary

  • You need a finance degree, advanced Excel and PowerPoint skills, strong communication, ability to work under pressure, integrity with confidential info, and proficiency in VBA, Cognos, Qlikview, and Tableau.
  • You will calculate month-end results, analyze variances, produce reports for management, enhance controls, and drive global consistency through automation and process improvements.

Requirements

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • Advanced skills in Excel and PowerPoint
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Proficient in Microsoft Excel, VBA Macros and Access.
  • Working knowledge of Cognos Report Studio, Qlikview and Tableau.
  • Integrity in handling highly sensitive and confidential information
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Responsibilities

  • Calculate and consolidate month-end results, forecasts for the remainder of the year, and budgets for future years.
  • Perform variance analysis to understand key drivers of results and provide commentary explaining changes from prior forecasts and budgets.
  • Produce weekly, monthly, quarterly, and ad-hoc reports of results and drivers for senior management.
  • Enhance controls and streamline processes, introducing automation where possible.
  • Work on projects to drive global consistency and create synergies across the team.

FAQs

What is the primary responsibility of a Financial Analysis Associate at J.P. Morgan?

The primary responsibility is to partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting, while also delivering timely management reporting to senior business stakeholders.

What qualifications are required for this position?

A Bachelor’s degree in Accounting, Finance, or a technical subject is required, along with advanced skills in Excel and PowerPoint.

What skills are important for this role?

Important skills include strong verbal and written communication, the ability to articulate complex issues clearly, proficiency in Microsoft Excel, VBA Macros, and Access, and experience with Cognos Report Studio, Qlikview, and Tableau.

Will I be working with senior management?

Yes, the role involves producing reports and providing analysis to senior management.

Is previous experience in financial analysis necessary?

While specific prior experience is not mentioned, a strong background in financial analysis will be beneficial for success in this role.

What kind of reports will I be responsible for generating?

You will be responsible for generating weekly, monthly, quarterly, and ad-hoc reports that detail results and key drivers for senior management.

Is teamwork an important aspect of this position?

Yes, being a team player is critical, as you will interact regularly with FP&A Managers, CFOs, and peers across Finance and Business Management.

Does J.P. Morgan provide support for diversity and inclusion?

Yes, J.P. Morgan places a high value on diversity and inclusion and is an equal opportunity employer.

What software tools will I need to be proficient in?

Proficiency in Microsoft Excel, VBA Macros, Access, and working knowledge of Cognos Report Studio, Qlikview, and Tableau is required.

Are there opportunities for career growth within this role?

Yes, the role provides opportunities to enhance processes, drive global consistency, and gain visibility across the organization, which can contribute to career advancement.

What is the typical work environment for this position?

The work environment is collaborative and fast-paced, requiring the ability to think clearly under pressure and meet tight deadlines.

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JP Morgan Chase & Co.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.